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INSIGHTS: Tips, Tricks and More!

ABOVE AND BELOW THE LINE

ABOVE AND BELOW THE LINE

In their book The Right Side of the Table, Scott and Todd Fithian suggest fundraisers draw a metaphorical line to differentiate between the types of conversations with donors and the overall approach to planned giving. They encourage fundraisers to see philanthropy...

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IT’S A NUMBERS GAME BEFORE IT’S A RELATIONSHIP

IT’S A NUMBERS GAME BEFORE IT’S A RELATIONSHIP

While planned giving is all about people and relationships, there is also a numbers component to this work. In a study done by Decima Research, roughly 34 percent of those surveyed said they would consider including their favorite charity in their estate plans. So for...

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